In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
The Department of Homeland Security has set up a page warning of... read more
